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DoubleLine Opportunistic Credit Fund (DBL) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for DoubleLine Opportunistic Credit Fund (NYSE:DBL)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$35.97M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$8.22M
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DBL Institutional Buying and Selling by Quarter

DoubleLine Opportunistic Credit Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2024 International Assets Investment Management LLC102,631$1.58M0.0%+55.5%0.000%
2/13/2024ArchPoint Investors103,474$1.59M0.7%-10.8%0.000%
2/12/2024Gridiron Partners LLC161,661$2.48M1.8%N/A0.000%
2/9/2024Brogan Financial Inc.13,835$212K0.2%N/A0.000%
2/9/2024UBS Group AG541,624$8.31M0.0%+346.3%0.000%
2/7/2024Avantax Advisory Services Inc.11,627$178K0.0%N/A0.000%
2/6/2024 Aviance Capital Partners LLC75,442$1.16M0.2%-49.0%0.000%
2/6/2024ARS Wealth Advisors Group LLC15,000$230K0.0%N/A0.000%
2/6/2024U.S. Capital Wealth Advisors LLC34,324$527K0.0%+2.3%0.000%
2/5/2024Intellectus Partners LLC162,706$2.50M0.7%+21.8%0.000%
1/25/2024 International Assets Investment Management LLC66,019$1.01M0.0%-6.0%0.000%
1/24/2024 International Assets Investment Management LLC1,013,392$15.56M0.0%+1,342.7%0.000%
1/16/2024 Raymond James & Associates105,686$1.62M0.0%-4.6%0.000%
1/12/2024 Twelve Points Wealth Management LLC202,270$3.11M1.5%+4.8%0.000%
1/9/2024 Ignite Planners LLC81,264$1.24M0.4%+104.1%0.000%
11/15/2023Evergreen Capital Management LLC132,514$1.93M0.1%N/A0.000%
11/7/2023 Aviance Capital Partners LLC147,914$2.16M0.5%-39.2%0.000%
11/1/2023Verus Capital Partners LLC35,757$521K0.1%+14.8%0.000%
10/31/2023 Fifth Third Bancorp1,800$26K0.0%-84.1%0.000%
10/25/2023Intellectus Partners LLC133,590$1.95M0.6%+21.9%0.000%
10/24/2023 Raymond James & Associates110,778$1.62M0.0%-17.1%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.34,791$507K0.0%-15.1%0.000%
10/11/2023 Ignite Planners LLC39,824$576K0.2%+11.5%0.000%
10/10/2023 International Assets Investment Management LLC70,243$1.01M0.1%+280.5%0.000%
10/4/2023 International Assets Investment Management LLC70,243$1.01M0.1%+280.5%0.000%
8/14/2023Horizon Kinetics Asset Management LLC71,173$1.03M0.0%-42.2%0.000%
8/11/2023Guggenheim Capital LLC68,897$1M0.0%-7.0%0.000%
8/10/2023Sit Investment Associates Inc.2,705,943$39.26M1.0%+3.1%0.000%
8/8/2023Focused Wealth Management Inc5,906$86K0.0%-44.6%0.000%
8/4/2023 Aviance Capital Partners LLC243,381$3.53M0.7%+4.1%0.000%
8/4/2023U.S. Capital Wealth Advisors LLC33,710$489K0.0%+18.4%0.000%
8/1/2023Fort Sheridan Advisors LLC16,062$233K0.1%-16.8%0.000%
7/31/2023LPL Financial LLC66,429$964K0.0%+7.1%0.000%
7/31/2023Verus Capital Partners LLC31,134$452K0.1%+14.9%0.000%
7/31/2023 Integrated Capital Management Inc.10,734$156K0.1%-86.9%0.000%
7/31/2023Intellectus Partners LLC109,566$1.59M0.5%-5.2%0.000%
7/27/2023B. Riley Wealth Advisors Inc.12,533$182K0.0%-9.2%0.000%
7/27/2023R.P. Boggs & Co.90,182$1.31M1.0%-38.7%0.000%
7/25/2023 Raymond James & Associates133,680$1.94M0.0%-3.8%0.000%
7/20/2023SkyOak Wealth LLC10,343$150K0.0%-26.3%0.000%
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7/20/2023 International Assets Investment Management LLC18,462$268K0.0%+15.7%0.000%
7/19/2023Golden State Equity Partners12,758$185K0.1%N/A0.000%
7/14/2023 Park Avenue Securities LLC59,747$867K0.0%-2.0%0.000%
7/13/2023 Twelve Points Wealth Management LLC183,204$2.66M1.4%+11.8%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.40,968$594K0.0%-9.7%0.000%
5/11/2023Elequin Securities LLC2,795$40K0.0%N/A0.000%
5/11/2023Sit Investment Associates Inc.2,623,465$37.20M1.0%+4.3%0.000%
5/11/2023 Aviance Capital Partners LLC233,750$3.32M0.7%+1.3%0.000%
5/11/2023Guggenheim Capital LLC74,057$1.05M0.0%+10.6%0.000%
5/10/2023Herr Investment Group LLC408,342$5.79M0.4%+7.0%0.000%
5/9/2023Verus Capital Partners LLC27,096$384K0.1%+15.5%0.000%
5/8/2023Shaker Financial Services LLC69,478$985K0.4%N/A0.000%
5/5/2023Truist Financial Corp11,380$161K0.0%+7.9%0.000%
5/4/2023Intellectus Partners LLC115,585$1.64M0.5%-3.8%0.000%
5/2/2023R.P. Boggs & Co.147,209$2.09M1.9%-42.1%0.000%
4/28/2023Ameritas Advisory Services LLC1,786$25K0.0%N/A0.000%
4/28/2023Beacon Harbor Wealth Advisors Inc.12,300$174K0.1%-39.4%0.000%
4/26/2023 Integrated Capital Management Inc.81,700$154K0.1%+708.8%0.000%
4/19/2023 International Assets Investment Management LLC15,959$226K0.0%-17.2%0.000%
4/19/2023Carmel Capital Partners LLC6,970$99K0.1%N/A0.000%
4/18/2023 Park Avenue Securities LLC60,959$864K0.0%-3.0%0.000%
4/18/2023 Twelve Points Wealth Management LLC163,888$2.32M1.3%+34.6%0.000%
4/18/2023IFP Advisors Inc3,031$80K0.0%-32.5%0.000%
4/18/2023 Ignite Planners LLC35,110$509K0.2%+16.2%0.000%
4/14/2023 Raymond James & Associates139,012$1.97M0.0%-3.4%0.000%
4/6/2023Kercheville Advisors LLC15,436$219K0.2%-13.9%0.000%
3/15/2023B. Riley Wealth Advisors Inc.17,573$261K0.0%N/A0.000%
2/14/2023Family Management Corp27,731$412K0.1%-72.2%0.000%
2/13/2023Apriem Advisors32,060$476K0.1%-6.0%0.000%
2/13/2023Kercheville Advisors LLC17,922$266K0.2%-5.2%0.000%
2/10/2023Beacon Harbor Wealth Advisors Inc.20,300$301K0.1%N/A0.000%
2/10/2023CoreCap Advisors LLC1,900$28K0.0%N/A0.000%
2/10/2023Sit Investment Associates Inc.2,515,766$37.36M1.0%-2.2%0.000%
2/10/2023CI Investments Inc.32,615$484K0.0%-6.1%0.000%
2/9/2023Horizon Kinetics Asset Management LLC124,409$1.85M0.0%-7.5%0.000%
2/9/2023HighTower Advisors LLC15,387$228K0.0%-15.3%0.000%
2/8/2023 Raymond James & Associates143,864$2.14M0.0%-14.4%0.000%
2/8/2023UBS Group AG129,329$1.92M0.0%+8.1%0.000%
2/8/2023Herr Investment Group LLC381,735$5.67M0.3%N/A0.000%
2/7/2023Horizon Kinetics Asset Management LLC124,409$1.85M0.0%-7.5%0.000%
2/7/2023Hollencrest Capital Management1,725$26K0.0%N/A0.000%
2/7/2023Envestnet Asset Management Inc.68,295$1.01M0.0%+1.7%0.000%
2/7/2023JNBA Financial Advisors2,267$34K0.0%-36.5%0.000%
2/7/2023 Aviance Capital Partners LLC230,751$3.43M0.8%-8.6%0.000%
2/3/2023U.S. Capital Wealth Advisors LLC28,460$423K0.0%N/A0.000%
2/3/2023 Ignite Planners LLC30,217$466K0.2%N/A0.000%
2/2/2023Intellectus Partners LLC120,188$1.79M0.6%-20.7%0.000%
1/31/2023 Melfa Wealth Management LLC14,826$220K0.2%N/A0.000%
1/31/2023Geneos Wealth Management Inc.9,580$142K0.0%+92.6%0.000%
1/30/2023 International Assets Investment Management LLC19,263$286K0.0%+92.6%0.000%
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1/27/2023Joel Isaacson & Co. LLC10,436$155K0.0%-45.1%0.000%
1/25/2023R.P. Boggs & Co.254,398$3.78M4.0%-5.8%0.000%
1/25/2023 Fifth Third Bancorp11,300$168K0.0%+18.9%0.000%
1/24/2023 International Assets Investment Management LLC23,941$379K0.1%+139.4%0.000%
1/17/2023 Twelve Points Wealth Management LLC121,748$1.81M1.2%+8.3%0.000%
11/16/2022Horizon Kinetics Asset Management LLC134,486$1.94M0.0%-5.4%0.000%
11/16/2022Verus Capital Partners LLC16,176$234K0.0%+118.3%0.000%
11/15/2022Family Management Corp99,839$1.44M0.4%-58.0%0.000%
11/15/2022CI Investments Inc.34,720$502K0.0%+13.8%0.000%
11/14/2022Guggenheim Capital LLC60,785$878K0.0%-4.4%0.000%
(Data available from 1/1/2016 forward)

DBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DBL shares?

During the previous two years, 63 institutional investors and hedge funds held shares of DoubleLine Opportunistic Credit Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($39.26M), UBS Group AG ($8.31M), Herr Investment Group LLC ($5.79M), Twelve Points Wealth Management LLC ($3.11M), Intellectus Partners LLC ($2.50M), Litman Gregory Wealth Management LLC ($2.49M), and Gridiron Partners LLC ($2.48M).Learn more on DBL's institutional investors.

Which institutional investors have been buying DoubleLine Opportunistic Credit Fund stock?

Of the 50 institutional investors that purchased DoubleLine Opportunistic Credit Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.12M), UBS Group AG ($429.98K), Herr Investment Group LLC ($408.34K), Sit Investment Associates Inc. ($275.30K), Gridiron Partners LLC ($161.66K), Twelve Points Wealth Management LLC ($160.69K), and Evergreen Capital Management LLC ($132.51K).

How much institutional buying is happening at DoubleLine Opportunistic Credit Fund?

Institutional investors have bought a total of 3,494,437 shares in the last 24 months. This purchase volume represents approximately $52.87M in transactions.

Which DoubleLine Opportunistic Credit Fund major shareholders have been selling company stock?

Of the 34 institutional investors that sold DoubleLine Opportunistic Credit Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($558.70K), Aviance Capital Partners LLC ($334.54K), Family Management Corp ($210.12K), R.P. Boggs & Co. ($197.58K), Horizon Kinetics Asset Management LLC ($95.96K), Shaker Financial Services LLC ($71.48K), and Integrated Capital Management Inc. ($70.97K).

How much institutional selling is happening at DoubleLine Opportunistic Credit Fund?

Institutional investors have sold a total of 1,842,480 shares in the last 24 months. This volume of shares sold represents approximately $28.58M in transactions.


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This page (NYSE:DBL) was last updated on 4/25/2024 by MarketBeat.com Staff

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